Financial Planning Birmingham, Derby, Midlands

Financial Planning

Financial Planning

Are you a business owner, a partner in a professional firm, or a senior executive in a large company? Perhaps you have achieved wealth through other means. Could you manage your money and tax more wisely, generating a greater return on your investments and savings? Financial Planning involves finding clear solutions to structure your finances, reduce your tax liabilities and manage your investments. Save time, tax, and move towards a securer future, with our specialist financial planning services.

At Clear Solutions Wealth & Tax Management, we aim to help you secure the financial future that you desire, looking at every aspect of your finances to ensure you can achieve your financial goals. Our Financial Planning service is built entirely around you, your life and your business needs, which includes your personal and financial goals.

Financial planning, reviews and financial advice is based upon our core wealth principles:

  • Create Wealth
    Savings, Investment, Retirement Planning, Tax Planning
  • Create and Protect Wealth
    Mortgage and Loan Solutions
  • Protect Wealth
    Life or Critical Illness Cover, Protection of Income, Business Cover
  • Manage Wealth
    Pension Funds, Personal Funds, Company Funds, Trustee Funds
  • Preserve Wealth
    Estate Planning, Succession Planning, Trusts, Key Business Person
  • Retain Wealth
    Tax Planning – helping you keep more of your earnings

How does the Financial Planning process work?

Financial Planning is one of our most popular and key services. Our bespoke approach is tailored solely to your specific needs and situation. Due to the amount of time we dedicate to the financial planning process to ensure we can help you to meet your financial goals, we limit the number of people we work with.

As part of our selection and matching process, we would start with a face to face ‘Discovery Meeting’. This is at our cost and there is no obligation for either of us to take matters further. Following this meeting, if you have a great plan already that we cannot improve upon, then we will happily advise you of this. However, if we believe we can add value to your financial plans, we can start working on your journey towards a securer financial future.

Multi-award winning Financial Planning Services

Due to many years of practice, study and application, our clients continually achieve successful results from our financial planning and financial advice services. Using Voyant Software, we capture your information, turning this into a clear Financial Plan for you to implement, which will guide you towards fulfilling your financial goals.

High Quality Financial Advice from Chartered Financial Planners

You can rest assured that you are in safe hands when it comes to our financial planning services. We’re Chartered Financial Planners and Certified Financial Planners, registered and regulated by the Financial Conduct Authority.

Making the most of your money, investments and tax liabilities? Why not book a financial planning review?

Please get in touch today to start your financial journey.

Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement? Book a pension review today. We will meet you at your home at a mutually convenient time to look through your pension options (Birmingham, Derby, Derbyshire, Burton on Trent, Staffordshire area, London).

Trust us… we’re experts

Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute.

Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard.

In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.

FCA logo

Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority.
Registration Number 429206
Click Here for more information

FCA logo
Contact 01283 730080
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